6 Simple Steps to Go Paperless

If you’ve ever been stressed out by the amount of paper you consume in your office, you’re not alone. Whether you’re overcrowded by files or uncomfortable with the number of documents thrown away chances are you’ve wanted to find a solution to all the paper. Document management is a service that eases your transition from paper to digital. Here are the six steps document management will help you take.

1. Conduct an Assessment

The first step in going paperless is examining your current printing practices. Before you can reduce printing, you need to know your actual volume and behaviors. Once you have this data, you can assess what steps the office needs to implement a more sustainable print policy.

2. Learn How to Use Cloud Software

To embrace a paperless office, you should have a firm grip on current document storage software. You probably already use cloud software without being aware of it. If you access files on your phone, they are most likely stored in the cloud. Learn how your clients and business partners use document storage software to gather information on what is most beneficial for them.

3. Scan and Organize Documents

The bulk of work associated with document management is scanning physical files. While this transition period can be tiring, the ease of use and security related to document management makes the process worth it.

4. Transition to Digital Tasks

To begin easing into a paperless office after scanning your past documents is to continue with digital tasks. For example, instead of having clients sign forms that are then scanned, use a digital signature software.

5. Increase Workspace

As you find less need for file cabinets, you can phase them out and add in more relevant technology or more workspace. Decluttering the office is an excellent way to highlight the benefits of document management and paperless processes.

6. Encourage Your Employees

While going paperless can be overwhelming the positive points can’t be overlooked. Help your team see the benefit of document management by sending out updates on printing statistics and increased sustainability.

To learn more about document management and what a paperless office would look like, call us today.